McAdam LLC’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

McAdam LLC’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+2,718	New	+$206K	0.01%	471
2026 Q1	–	Sell	-2,718	Closed	-$213K	–	468
2025 Q4	$213K	Hold	2,718	–	–	0.01%	392
2025 Q3	$211K	Hold	2,718	–	–	0.01%	377
2025 Q2	$207K	Buy	+2,718	New	+$194K	0.01%	358
2018 Q4	–	Sell	-2,718	Closed	-$117K	–	484
2018 Q3	$117K	Hold	2,718	–	–	0.04%	94
2018 Q2	$115K	Hold	2,718	–	–	0.05%	91
2018 Q1	$119K	Buy	+2,718	New	+$123K	0.05%	87

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

BCP

Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

McAdam LLC's RSPF Position: Q2 2026 in Review

McAdam LLC opened a new position in Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q2 2026: 2,718 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: McAdam LLC previously reported a position in RSPF as recently as Q4 2025.

McAdam LLC first reported a position in RSPF in Q1 2018 and has held it in 7 quarters since. The position peaked at $213K in Q4 2025. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

McAdam LLC held 2,718 shares of Invesco S&P 500 Equal Weight Financials ETF worth $211K as of Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF was a new McAdam LLC position in Q2 2026.
Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #471 holding.
McAdam LLC first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2018 and has held it in 7 quarters since.
McAdam LLC's Invesco S&P 500 Equal Weight Financials ETF position peaked at $213K in Q4 2025.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.